Investment adviser · CRD 150632
GRANITE INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
EL SEGUNDO, CA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $1.84B Form ADV · Item 5.F
- Client accounts
- 489 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 266 | $806,696,017 | 43.7% |
| Retirement plans | 4 | $394,343,208 | 21.4% |
| Individuals | 196 | $209,728,954 | 11.4% |
| Government entities | 5 | $199,208,785 | 10.8% |
| Charities | 10 | $123,766,385 | 6.7% |
| Pooled investment vehicles | 1 | $88,874,810 | 4.8% |
| Corporations & businesses | 7 | $21,805,067 | 1.2% |
Filing source
Form ADV 2081275 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PELICANVIEW TOTAL RETURN FUND, LLCHedge Fund · Last reported Mar 30, 2026$88.9MGross asset value
Form D fundraising filings
Pelicanview Total Return Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER LLP
PCAOB 410
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-7767081721
- Reported beneficial owners
- 7
- Minimum commitment
- $250K
- Form D file number
- 021-175959
Form ADV 2081275 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
2321 ROSECRANS AVENUE, SUITE 4200EL SEGUNDO, CA, 90245, United States
CRD 150632
Filing source
Form ADV 2081275 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.